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Reducing your income taxes may require a different approach than your current annual routine. That’s because the standard approach to filing a return – gathering mailed tax forms and other tax information, completing the accountant’s questionnaire, [...]

As we approach year-end we urge you to be proactive with tax planning as the tax reduction ideas below need to be implemented prior to December 31, 2018. Here are five ideas that may help reduce your taxes.

I would like to introduce you to our quest columnist for this month. Robert Gonzales, CPA is the Managing Partner of Linn Thurber LLP, a specialized Houston-based CPA firm providing U.S. tax compliance and advisory services to high net worth individuals [...]

A little time spent planning for the year ahead can go a long way towards ensuring you are minimizing the income taxes you pay. The IRS has released its changes for the new tax year. We have summarized a few of the important ones below for you to [...]

For many of us, the holiday season promises plenty of shopping, parties, family gatherings and sporting events to pass the time as activity at the office may slow a bit (assuming you don’t work in the retail sector!). But you might want to take a little [...]

It’s that time of year again. Holiday celebrations are behind us. New Year’s Eve hangovers have (hopefully) faded. That sometimes-dreaded American rite, April 14, is on the horizon and coming closer, and ignoring it won’t help. It’s time to think about [...]

In a recent WEALTHWISE I told you about a client who saved $80,000 in taxes after we called a meeting with their other advisors. But sometimes collaboration comes about in a different way. Sometimes our clients’ advisors come to us.

It’s a beautiful spring, and Houston’s economy is HOT! Harris and surrounding counties are enjoying a booming real estate market. Home values are up and are predicted to rise further. That’s great – Right?

Pop quiz: Who do you turn to for advice when you want to reduce your tax bill? If you’re like most people, you might answer, “My CPA.” You hand off forms and receipts and hope for a miracle. More often than not, you don’t get one.